2023-05-08T13:02:51-05:00 2022-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2021-07-01 131923626 THE CARNEGIE HALL CORPORATION CARN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 MARY BENJAMIN CHIEF FINANCIAL OFFICER 2129039600 2023-05-05 1 MARY BENJAMIN 999009999 MARGARET A BRADSHAW P00501222 7032868000 2023-05-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CLIVE GILLINSON 881 SEVENTH AVENUE NEW YORK NY 10019 280917666 0 X WWW.CARNEGIEHALL.ORG X 1960 NY TO PRESENT MUSIC & MUSICIANS, BRING THE TRANSFORMATIVE POWER OF MUSIC. SEE SCHEDULE OTO THE WIDEST POSSIBLE AUDIENCE, PROVIDE EDUCATION PROGRAMS, AND PROVIDE NEW WORKS, ARTISTS & AUDIENCES. 63 62 663 166 147787 0 30797240 53125172 784382 23715887 19775561 4033140 3967079 9583049 55324262 90457248 1319396 2071301 0 0 32177884 49484887 432484 498173 6926732 32577870 48500111 66507634 100554472 -11183372 -10097224 718141781 624703164 185387755 159557618 532754026 465145546 X CARNEGIE HALL'S MISSION IS TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, PLEASE SEE SCHEDULE O FOR MORE INFORMATION. 0 0 23657720 11713779 CARNEGIE HALL PRODUCED EVENTS: OF THE 116 EVENTS THAT CARNEGIE HALL PRODUCED IN FY22, 48% WERE HELD IN STERN AUDITORIUM/PERELMAN STAGE, 15% IN WEILL RECITAL HALL, 27% IN ZANKEL HALL; AND 10% IN THE HALL'S RESNICK EDUCATION WING. PRESENTATIONS RANGED FROM ORCHESTRAL, CHAMBER MUSIC, SOLO RECITALS, AND CHORAL PERFORMANCES TO JAZZ, WORLD, AND POPULAR MUSIC CONCERTS ALONG WITH FAMILY EVENTS AND PUBLIC MASTERCLASSES. BEYOND THE HALL'S FOUR WALLS, CONTINUING A FIVE-DECADE TRADITION OF BRINGING FREE PERFORMANCES TO NEIGHBORHOODS ACROSS NEW YORK CITY, THE CARNEGIE HALL CITYWIDE SERIES INCLUDED 20 FREE PERFORMANCES IN FY22, PRESENTED IN PARTNERSHIP WITH ESTEEMED COMMUNITY ORGANIZATIONS. 20646816 11985819 HALL RENTAL OPERATIONS: IN ADDITION TO CARNEGIE HALL'S OWN PRESENTATIONS, CARNEGIE HALL LEASES AND MANAGES ITS THREE CONCERT VENUES MAKING THEM AVAILABLE FOR CONCERTS AND OTHER PERFORMANCES PRESENTED BY OUTSIDE PRODUCERS. THESE EVENTS REPRESENT A SOURCE OF RENTAL INCOME FOR THE HALL AND AUGMENT ITS ARTISTIC PROFILE, UNDERSCORING CARNEGIE HALL'S HISTORIC TRADITION OF MAKING ITS STAGES BROADLY AVAILABLE. IN FY22, THERE WERE 326 RENTAL EVENTS PRESENTED AT CARNEGIE HALL. 13860961 1517945 CARNEGIE HALL'S WEILL MUSIC INSTITUTE (WMI) CREATES BROAD-REACHING MUSIC EDUCATION AND SOCIAL IMPACT PROGRAMS, PLAYING A CENTRAL ROLE IN THE HALL'S COMMITMENT TO MAKING GREAT MUSIC ACCESSIBLE TO AS MANY PEOPLE AS POSSIBLE THROUGH CREATIVE MUSICAL INTERACTION AND INSPIRING LIFELONG LEARNING. WMI'S PROGRAMS-MOST OFFERED FOR FREE OR AT LOW COST-ENGAGED MORE THAN 800,0000 PEOPLE IN FY22, INCLUDING FAMILIES, STUDENTS, COMMUNITY MEMBERS, ASPIRING ARTISTS, AND EDUCATORS IN NEW YORK CITY, ACROSS THE US, AND WORLDWIDE. 13644734 553356 191490 REAL ESTATE OPERATIONS EXPENSES: 8,921,044OTHER OPERATIONS AND SPECIAL PROJECTS EXPENSES: 4,723,690REVENUE: 191,490 13644734 553356 191490 71810231 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 439 0 1 663 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 63 62 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X MARY BENJAMIN 2129039600 881 SEVENTH AVENUE NEW YORK NY 10019 CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 60.00 0.00 X X 1493958 0 82760 MARCO ARGENTI TRUSTEE (AS OF 10/7/21) 1.00 0.00 X 0 0 0 MERCEDES T BASS VICE CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 OLIVIER BERGGRUEN TRUSTEE 1.00 0.00 X 0 0 0 LEN BLAVATNIK TRUSTEE 1.00 0.00 X 0 0 0 RONALD E BLAYLOCK TRUSTEE 1.00 0.00 X 0 0 0 ARYEH B BOURKOFF TRUSTEE 1.00 0.00 X 0 0 0 CLARISSA ALCOCK BRONFMAN VICE CH & TRUSTEE (UNTIL 10/21/21) 1.00 0.00 X X 0 0 0 NICOLA BULGARI TRUSTEE 1.00 0.00 X 0 0 0 VALENTINO D CARLOTTI TRUSTEE (UNTIL 2/17/22) 1.00 0.00 X 0 0 0 MARCELO CLAURE TRUSTEE 1.00 0.00 X 0 0 0 LLOYD H DEAN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD A DEBS TRUSTEE 1.00 0.00 X 0 0 0 GREGORY T DURANT TRUSTEE 1.00 0.00 X 0 0 0 JUDITH W EVNIN TRUSTEE 1.00 0.00 X 0 0 0 ANNE M FINUCANE TRUSTEE (UNTIL 10/7/21) 1.00 0.00 X 0 0 0 MARINA KELLEN FRENCH TRUSTEE 1.00 0.00 X 0 0 0 SABRINA FUNG TRUSTEE 1.00 0.00 X 0 0 0 LARRY GAGOSIAN TRUSTEE 1.00 0.00 X 0 0 0 W CYRUS GARRETT TRUSTEE (AS OF 2/17/22) 1.00 0.00 X 0 0 0 KELLY GRIER TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN R HOWE JR TRUSTEE 1.00 0.00 X 0 0 0 MARY ANNE HUNTSMAN TRUSTEE 1.00 0.00 X 0 0 0 SARKIS JEBEJIAN SECRETARY AND TRUSTEE 1.00 0.00 X X 0 0 0 ROBERT W JONES TRUSTEE 1.00 0.00 X 0 0 0 PHILIPPE KHUONG-HUU TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL BYUNGJU KIM TRUSTEE 1.00 0.00 X 0 0 0 STEVEN J KIMBLE TRUSTEE 1.00 0.00 X 0 0 0 KATY A KNOX TRUSTEE (AS OF 2/17/22) 1.00 0.00 X 0 0 0 SUZIE KOVNER TRUSTEE 1.00 0.00 X 0 0 0 EVAN LAMBERG TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL E LIEBOWITZ TRUSTEE 1.00 0.00 X 0 0 0 TERRY J LUNDGREN TRUSTEE (UNTIL 10/7/21) 1.00 0.00 X 0 0 0 THOMAS G MAHERAS TREASURER AND TRUSTEE 1.00 0.00 X X 0 0 0 HAROLD MCGRAW III TRUSTEE 1.00 0.00 X 0 0 0 LESTER S MORSE JR TRUSTEE 1.00 0.00 X 0 0 0 CLARKE MURPHY TRUSTEE 1.00 0.00 X 0 0 0 DENNIS M NALLY TRUSTEE 1.00 0.00 X 0 0 0 DANIEL NARDELLO TRUSTEE (AS OF 2/17/22) 1.00 0.00 X 0 0 0 JOSHUA NASH TRUSTEE 1.00 0.00 X 0 0 0 CHARLES B ORTNER TRUSTEE (UNTIL 10/7/21) 1.00 0.00 X 0 0 0 GBENGA OYEBODE TRUSTEE 1.00 0.00 X 0 0 0 EMILY K RAFFERTY TRUSTEE 1.00 0.00 X 0 0 0 XIAOSHAN REN TRUSTEE 1.00 0.00 X 0 0 0 SUSAN W ROSE TRUSTEE 1.00 0.00 X 0 0 0 PHYLLIS ROSENTHAL TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA RUCH TRUSTEE 1.00 0.00 X 0 0 0 SANA H SABBAGH TRUSTEE 1.00 0.00 X 0 0 0 JEAN E SALATA TRUSTEE 1.00 0.00 X 0 0 0 SUKI SANDLER TRUSTEE 1.00 0.00 X 0 0 0 BEATRICE SANTO DOMINGO TRUSTEE 1.00 0.00 X 0 0 0 THOMAS P SCULCO MD TRUSTEE 1.00 0.00 X 0 0 0 TRACY CHUTORIAN SEMLER TRUSTEE 1.00 0.00 X 0 0 0 STANLEY S SHUMAN TRUSTEE 1.00 0.00 X 0 0 0 DAVID M SIEGEL TRUSTEE 1.00 0.00 X 0 0 0 AJC SMITH TRUSTEE (UNTIL 5/8/22) 1.00 0.00 X 0 0 0 ROBERT F SMITH CHAIRMAN AND TRUSTEE 1.00 0.00 X X 0 0 0 SHERRESE CLARKE SOARES TRUSTEE 1.00 0.00 X 0 0 0 SARAH BILLINGHURST SOLOMON TRUSTEE 1.00 0.00 X 0 0 0 SIR MARTIN SORRELL TRUSTEE 1.00 0.00 X 0 0 0 KURT G STROVINK TRUSTEE 1.00 0.00 X 0 0 0 RICHARD TSAI TRUSTEE 1.00 0.00 X 0 0 0 IGOR TULCHINSKY TRUSTEE 1.00 0.00 X 0 0 0 LINDA WACHNER TRUSTEE 1.00 0.00 X 0 0 0 DARREN WALKER TRUSTEE 1.00 0.00 X 0 0 0 ROY WEATHERS TRUSTEE 1.00 0.00 X 0 0 0 SANFORD I WEILL PRESIDENT AND TRUSTEE 1.00 0.00 X X 0 0 0 DAVID S WINTER TRUSTEE 1.00 0.00 X 0 0 0 JUDY FRANCIS ZANKEL TRUSTEE 1.00 0.00 X 0 0 0 MARY BENJAMIN CHIEF FINANCIAL OFFICER 60.00 0.00 X 247552 0 63458 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 60.00 0.00 X 411160 0 120400 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 60.00 0.00 X 361094 0 95042 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 60.00 0.00 X 334740 0 155339 VERA ZLATARSKI GENERAL COUNSEL 60.00 0.00 X 323258 0 62731 SARAH JOHNSON CHIEF EDUCATION OFFICER 60.00 0.00 X 346379 0 59946 SARA VILLAGIO CHIEF MARKETING OFFICER 60.00 0.00 X 287090 0 56899 AARON LEVINE CHIEF INFORMATION OFFICER 60.00 0.00 X 348432 0 132530 CHRISTOPHER AMOS CHIEF DIGITAL OFFICER 60.00 0.00 X 330521 0 77302 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 60.00 0.00 X 293930 0 60521 NIA MONROE CHIEF HUMAN RESOURCES AND DIVERSITY AND INCLUSION 60.00 0.00 X 286335 0 87957 ABHIJIT SENGUPTA DIRECTOR OF ARTISTIC PLANNING 60.00 0.00 X 224722 0 78203 DENISE BROOKS DIRECTOR, DATA AND INFO. SYSTEMS 60.00 0.00 X 218285 0 62598 5507456 0 1195686 70 0 1 0 TISHMAN INTERIORS CORPORATION OF NY 100 PARK AVENUE NEW YORK NY 10017 CONTRACTOR 10140787 PENGUIN MAINTENANCE AND SERVICES 5 PENN PLAZA 16TH FLOOR NEW YORK NY 10001 CONTRACTOR 949613 STEALTH SECURITY & ASSOC LLC LINCOLN CENTER PLAZA NEW YORK NY 10023 SECURITY 606455 DCM INC 244 5TH AVE STE M223 NEW YORK NY 10001 MARKETING & TELE-FUNDRAISING 537176 THE PHILADELPHIA ORCHESTRA ASSOCIATION ONE SOUTH BROAD ST 14TH FL PHILADELPHIA PA 19107 ARTIST FEES 464445 29 8797056 13777332 30550784 1616243 53125172 PERFORMANCES PRODUCED 711130 11985819 11985819 BOX OFFICE RECEIPTS-CH 711130 11713779 11713779 TOURS OF CARNEGIE HALL 711130 16289 16289 23715887 1159515 1159515 6 6 13335582 9525703 3809879 3809879 3809879 182564612 179690987 2873625 2873625 2873625 460870 8797056 1088603 -627733 -627733 330326 155125 175201 175201 PPP LOAN FORGIVENESS 900099 5585549 5585549 REIMBURSE. CITY OF NY 900099 270648 270648 CATERING 900099 147787 147787 221712 221712 6225696 90457248 23891088 147787 13293201 1976882 1976882 94419 94419 6091327 1505958 4036131 549238 32182355 25372770 3954825 2854760 2452555 1924723 312421 215411 6461394 5313650 655935 491809 2297256 1661083 431122 205051 408576 9390 399186 216000 35000 181000 174050 174050 498173 498173 1015175 1015175 6420960 5076680 1147900 196380 3065735 3065735 2149516 1562431 302640 284445 1064321 784592 266143 13586 236933 236933 1189714 1142216 31953 15545 2581820 2581820 13954089 10837057 2280713 836319 1706511 1706511 CONCERT EXPENSES 10087553 10054806 500 32247 SECURITY 1230722 1230722 REPAIR AND MAINTENANCE 291194 257844 33111 239 BAD DEBT 174263 105000 69263 2532979 1026564 1016199 490216 100554472 71810231 21817509 6926732 33180395 32326004 50743688 42625652 2654658 3131613 360343419 135158047 229423935 225185372 180613024 139669996 214076100 174378947 7449981 7385580 718141781 624703164 7334391 15585965 7621479 12692685 136988107 103375406 33443778 27903562 185387755 159557618 X 111714679 125299573 421039347 339845973 532754026 465145546 718141781 624703164 X -10097224 -62975132 -7873 5471749 X 0 1 X 1 1 1 X 54666786 44016554 33561708 30797240 53125172 216167460 1404059 1497172 1573289 1628564 1660455 7763539 56070845 45513726 35134997 32425804 54785627 223930999 15990554 207940445 16859918 15982439 16280493 14540416 14495103 78158369 310317 322862 193255 0 147787 974221 20221 5585549 5605770 308669359 115736282 0.67370 0.56630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 204535 204535 99851764 100056299 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 175485 179248 204298 204535 763566 250000 250000 250000 250000 1000000 1500000 X X X 0 374947640 5118452 -59886438 19138000 301041654 299794653 7500 94104487 18959000 374947640 310354242 43565 8315846 18919000 299794653 317473904 549647 7805691 15475000 310354242 306159269 5614424 20350211 14650000 317473904 0.02340 0.66060 0.31600 0 0 8400000 8400000 344678265 133116437 211561828 4692143 2041610 2650533 2573011 2573011 225185372 EQUITIES 97909959 F ALTERNATIVE INVESTMENTS 42243209 F REAL ESTATE FUNDS 5673080 F PRIVATE EQUITY FUNDS 28552699 F 174378947 ACCRUED PENSION BENEFIT OBLIGATION 20517982 LEASE LIABILITY 7385580 27903562 39695724 -62975132 2459352 -60515780 100211504 1015175 -10769431 -9754256 90457248 107304204 2467225 5297682 7764907 99539297 1015175 1015175 100554472 PART III, LINE 4: ART COLLECTION THE ROSE MUSEUM EXHIBITS CARNEGIE HALL'S HISTORY AND ARCHIVAL TREASURES. THE PERMANENT EXHIBIT CONTAINS A CHRONOLOGY OF EVENTS FROM 1891 TO THE PRESENT, A HISTORY OF THE BUILDING, AS WELL AS ITEMS RELATING TO PERFORMANCES AND PERFORMERS. ON A REGULAR BASIS, TO PROVIDE AN ADDITIONAL DIMENSION TO A FESTIVAL OR MAJOR EVENT, TEMPORARY EXHIBITS ARE SHOWN WHICH MAY FEATURE MATERIAL BORROWED FROM OTHER ARCHIVES OR MUSEUMS. TOURS OF CARNEGIE HALL ARE CONDUCTED BY CARNEGIE HALL MUSIC AMBASSADORS (CARNEGIE HALL'S VOLUNTEERS). TOURS ALLOW VISITORS TO TAKE A JOURNEY THROUGH THE BUILDING AND LEARN MORE ABOUT THE CARNEGIE HALL STORY - FROM ANDREW CARNEGIE, TO ISAAC STERN LEADING THE EFFORT TO SAVE CARNEGIE HALL FROM DESTRUCTION, TO WELL OVER A CENTURY OF MEMORABLE PERFORMANCES. PART V, LINE 4: ENDOWMENT FUNDS CARNEGIE HALL'S ENDOWMENT FUNDS SUPPORT CARNEGIE HALL'S ACTIVITIES, IN ACCORDANCE WITH VARIOUS DONOR REQUIREMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -9,525,703. COST OF GOODS SOLD -155,125. FUNDRAISING EVENTS -1,088,603. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 9,525,703. COST OF GOODS SOLD 155,125. FUNDRAISING EVENTS 1,088,603. ACTUARIAL GAIN/LOSS ON PENSION PLAN -5,471,749. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITION THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING ASC 740 (FORMERLY FIN 48) BECAUSE IT DID NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 91235946 0 0 0 0 0 0 91235946 0 91235946 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 DCM INC 244 5TH AVENUE STE M223 NEW YORK NY 10001 TELEFUNDRAISING 0 1214062 400673 813389 THE HOLMAN GROUP 4125 BIG RANCH ROAD NAPA CA 94558 CORP SPONSORSHIP 0 487500 97500 390000 1701562 498173 1203389 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC OPENING NIGHT 5121385 4986009 135376 68093 210073 273342 46873 MEDAL OF EXCELLENCE 3006816 2776450 230366 25431 109341 204875 30116 1 1129725 1034597 95128 348 59964 87074 29365 9257926 8797056 460870 93872 379378 565291 106354 1144895 -684025 1 ART OF SELF ESTEEM INC 1592 EASTERN PARKWAY 4B BROOKLYN NY 11233 800365029 501(C)(3) 25428 0 ARTS PROGRAMMING BUFFALO STRING WORKS 179 ANDERSON PLACE BUFFALO NY 14222 810718400 501(C)(3) 36000 0 ARTS PROGRAMMING CHEERFUL INC 1220 GRANGER DRIVE ALLEN TX 75013 813470281 501(C)(3) 35495 0 ARTS PROGRAMMING CHICAGO JAZZ PHILHARMONIC 1111 N WELLS STREET SUITE 501 CHICAGO IL 60610 201058117 501(C)(3) 22500 0 ARTS PROGRAMMING COMMUNITY MUSIC WORKS 1392 WESTMINSTER STREET PROVIDENCE RI 02909 050507426 501(C)(3) 35000 0 ARTS PROGRAMMING DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 951831116 501(C)(3) 553356 0 AID FOR UKRAINE DOMINICAN WRITERS ASSOC INC 2109 AMSTERDAM AVENUE NEW YORK NY 10032 831980577 501(C)(3) 8000 0 ARTS PROGRAMMING DRAMA CLUB INC 34-18 NORTHERN BOULEVARD LONG ISLAND CITY NY 11101 300836513 501(C)(3) 20000 0 ARTS PROGRAMMING EDUCATIONAL VIDEO CENTER INC 16 CLARKSON STREET 401 NEW YORK NY 10044 133378456 501(C)(3) 61425 0 ARTS PROGRAMMING EL PASO SYMPHONY ORCHESTRA ASSOCIATION 1 CIVIC CENTER PLAZA EL PASO TX 79901 746000772 501(C)(3) 37000 0 ARTS PROGRAMMING EL SISTEMA OKLAHOMA INC 3220 QUAIL SPRINGS PARKWAY OKLAHOMA CITY OK 73134 471650812 501(C)(3) 30000 0 ARTS PROGRAMMING EMPIRE STATE YOUTH ORCHESTRA INC 432 STATE STREET SCHENECTADY NY 12305 222317557 501(C)(3) 27500 0 ARTS PROGRAMMING ENRICHING LIVES THROUGH MUSIC PO BOX 1133 KARSPUR CA 94939 463586448 501(C)(3) 34000 0 ARTS PROGRAMMING GROW BROWNSVILLE 234 GLENMORE AVENUE BROOKLYN NY 11208 861384616 501(C)(3) 59884 0 ARTS PROGRAMMING HAWAII YOUTH SYMPHONY 1110 UNIVERSITY AVENUE SUITE 200 HONOLULU HI 96826 990119771 501(C)(3) 27500 0 ARTS PROGRAMMING HIP HOP REEDUCATION PROJECT 400 EAST 17TH STREET 508 BROOKLYN NY 11226 800858410 501(C)(3) 8000 0 ARTS PROGRAMMING INTEMPO ORGANIZATION INC 58 CHURCH STREET STAMFORD CT 06906 900725572 501(C)(3) 33500 0 ARTS PROGRAMMING JAMAICA CENTER FOR ARTS AND LEARNING 161-04 JAMAICA AVENUE JAMAICA NY 11432 112478709 501(C)(3) 84798 0 ARTS PROGRAMMING JUNEAU ALASKA MUSIC MATTERS INC PO BOX 34205 JUNEAU AK 99803 462843219 501(C)(3) 23000 0 ARTS PROGRAMMING KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMAZOO MALL SUITE 100 KALAMAZOO MI 49007 386005710 501(C)(3) 30000 0 ARTS PROGRAMMING KIDZNOTES INC 1309 HALLEY STREET DURHAM NC 27707 270446845 501(C)(3) 25000 0 ARTS PROGRAMMING LIVECONNECTIONS 3025 WALNUT STREET PHILADELPHIA PA 19104 262666641 501(C)(3) 101500 0 ARTS PROGRAMMING LOUISIANA PHILHARMONIC ORCHESTRA 1010 COMMON STREET SUITE 2120 NEW ORLEANS LA 70112 721189023 501(C)(3) 25000 0 ARTS PROGRAMMING METROPOLITAN YOUTH ORCHESTRA OF CENTRAL ALABAMA 1500 6TH AVENUE N BIRMINGHAM AL 35203 260363083 501(C)(3) 32500 0 ARTS PROGRAMMING NYC ARTS CYPHER INC 12 BROAD STREET STATEN ISLAND NY 10304 571229930 501(C)(3) 69074 0 ARTS PROGRAMMING NYC SALT 127 W26TH STREET SUITE 1201 NEW YORK NY 10001 262502577 501(C)(3) 71021 0 ARTS PROGRAMMING OPPORTUNITY MUSIC PROJECT FOUNDATION INC 4 WEST 43RD STREET NEW YORK NY 10036 463720767 501(C)(3) 22000 0 ARTS PROGRAMMING PRICE HILL WILL 3724 ST LAWRENCE AVENUE CINCINNATI OH 45205 201452663 35000 0 ARTS PROGRAMMING PROJECTIVITY GROUP INC 27 TOWNSEND AVENUE STATEN ISLAND NY 10304 475358971 501(C)(3) 15000 0 ARTS PROGRAMMING REDZ INC 1350 A STREET ELMONT NY 11003 464192477 501(C)(3) 10000 0 ARTS PROGRAMMING SEATTLE YOUTH SYMPHONY ORCHESTRA 11065 FIFTH AVENUENE SUITE A SEATTLE WA 98125 910493840 501(C)(3) 20000 0 ARTS PROGRAMMING SOUNDSCAPES INC 11712 JEFFERSON AVENUESUITE C 473 NEWPORT NEWS VA 23606 271923247 501(C)(3) 20000 0 ARTS PROGRAMMING SOUTHERN ETHOS LLC DBA COLLECTIVE FARE 161-12 JEWEL AVENUE STE 1E FRESH MEADOWS NY 11365 474144548 8000 0 ARTS PROGRAMMING STATEN ISLAND MAKERSPACE 450 FRONT STREET UNIT B STATEN ISLAND NY 10304 462793482 33820 0 ARTS PROGRAMMING STUDENT DREAM 461 DEAN STREET SUITE 6M BROOKLYN NY 11217 471062643 501(C)(3) 10000 0 ARTS PROGRAMMING STUDEO 209 WEST 147TH STREET 4D NEW YORK NY 10039 270448806 23595 0 ARTS PROGRAMMING TECH KIDS UNLIMITED 261 BROADWAY 8D NEW YORK NY 10007 462451747 501(C)(3) 40000 0 ARTS PROGRAMMING THE INTERNATIONAL CHILD PROGAM INC 127 WEST 127TH STREET SUITE 126 NEW YORK NY 10027 463351722 85121 0 ARTS PROGRAMMING THRIVE COLLECTIVE (20 20 VISION FOR SCHOOL INC) 8225 5TH AVENUE 323 BROOKLYN NY 11209 453023036 501(C)(3) 108166 0 ARTS PROGRAMMING TRENTON MUSIC MAKERS INC 439 S BROAD STREETSUITE 307 TRENTON NJ 08611 223559611 501(C)(3) 20000 0 ARTS PROGRAMMING WAVE FARM INC PO BOX 135662 ROUTE 23 ACRA NY 12405 830346659 501(C)(3) 9000 0 ARTS PROGRAMMING 36 5 GRANTS FUNDING 7 94419 MONITORING THE USE OF GRANT FUNDS ARTS PROGRAM PROVIDERS AND INDIVIDUAL RECIPIENTS ARE REQUIRED TO SUBMIT WRITTEN REPORTS DETAILING PROGRAMMATIC ACTIVITY AND GRANT SPENDING IN CONNECTION WITH THE PROJECT. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 CLIVE D GILLINSON EXECUTIVE & ARTISTIC DIRECTOR 1140696 0 0 0 353262 0 45160 0 37600 0 1576718 0 0 0 ANNA WEBER GEN MGR ARTISTIC & OPERATIONS 349658 0 0 0 61502 0 84969 0 35431 0 531560 0 39833 0 SUSAN J BRADY CHIEF DEVELOPMENT OFFICER 290545 0 0 0 44195 0 117540 0 37799 0 490079 0 28460 0 AARON LEVINE CHIEF INFORMATION OFFICER 301275 0 0 0 47157 0 94748 0 37782 0 480962 0 30477 0 RICHARD MALENKA CHIEF ADMINISTRATIVE OFFICER 317018 0 0 0 44076 0 80432 0 14610 0 456136 0 30793 0 CHRISTOPHER AMOS CHIEF DIGITAL OFFICER 300928 0 0 0 29593 0 59942 0 17360 0 407823 0 18333 0 SARAH JOHNSON CHIEF EDUCATION OFFICER 313307 0 0 0 33072 0 38395 0 21551 0 406325 0 28000 0 VERA ZLATARSKI GENERAL COUNSEL 305331 0 0 0 17927 0 26701 0 36030 0 385989 0 16667 0 NIA MONROE CHIEF HUMAN RESOURCES AND DIVERSITY 266742 0 0 0 19593 0 48652 0 39305 0 374292 0 8333 0 SYNNEVE CARLINO CHIEF COMMUNICATIONS OFFICER 272665 0 0 0 21265 0 45910 0 14611 0 354451 0 19333 0 SARA VILLAGIO CHIEF MARKETING OFFICER 266334 0 0 0 20756 0 40764 0 16135 0 343989 0 10000 0 MARY BENJAMIN CHIEF FINANCIAL OFFICER 244186 0 0 0 3366 0 47246 0 16212 0 311010 0 0 0 ABHIJIT SENGUPTA DIRECTOR OF ARTISTIC PLANNING 213957 0 0 0 10765 0 40167 0 38036 0 302925 0 0 0 DENISE BROOKS DIRECTOR, DATA AND INFO. SYSTEMS 214673 0 0 0 3612 0 27168 0 35430 0 280883 0 0 0 SCHEDULE J, PART I, LINE 1A ONE FIRST CLASS (AS BUSINESS CLASS WAS NOT AVAILABLE) AND COMPANION TRAVEL WAS PROVIDED FOR THE EXECUTIVE AND ARTISTIC DIRECTOR IN CONNECTION WITH TRUSTEE EVENTS AND WAS NOT INCLUDED IN TAXABLE COMPENSATION. FROM JANUARY 1, 2021 - OCTOBER 31, 2021, HOUSING WAS PROVIDED FOR THE EXECUTIVE AND ARTISTIC DIRECTOR OF CARNEGIE HALL AND WAS REPORTED AS TAXABLE COMPENSATION. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FORM SCH J PART I LINE 4B THE CARNEGIE HALL CORPORATION MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED PLANS, A SERP AND A KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN. THE SERP COVERED CLIVE D. GILLINSON. THE KEY EMPLOYEE INCENTIVE AND RETENTION COMPENSATION PLAN COVERED SUSAN J. BRADY, ANNA WEBER, AARON LEVINE, RICHARD MALENKA, MARY BENJAMIN, VERA ZLATARSKI, SARAH JOHNSON, SYNNEVE CARLINO, SARA VILLAGIO, NIA MONROE, CHRISTOPHER AMOS AND ABHIJIT SENGUPTA. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THE CARNEGIE HALL CORPORATION IS REPORTING THE PLAN PARTICIPANTS, AMOUNTS SUBSTANTIALLY VESTED AND INCLUDED AS TAXABLE INCOME AND AMOUNTS DEFERRED, NOT SUBSTANTIALLY VESTED, AND NOT INCLUDED IN PARTICIPANT'S TAXABLE INCOME. PLAN PARTICIPANTS - CLIVE D. GILLINSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $137,458 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 ANNA WEBER AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $57,890 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $36,112 AARON LEVINE AMOUNT SUBSTANTIALLY VESTED AND TAXABLE -$41,506 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $22,059 RICHARD MALENKA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $40,464 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $19,341 SUSAN J. BRADY AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $37,528 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $18,136 MARY BENJAMIN AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $0 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 SARAH JOHNSON AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $31,812 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $7,624 VERA ZLATARSKI AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $16,667 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 SYNNEVE CARLINO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $19,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $0 CHRISTOPHER AMOS AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $28,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $20,000 NIA MONROE AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $18,333 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $20,000 SARA VILLAGIO AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $20,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $20,000 ABHIJIT SENGUPTA AMOUNT SUBSTANTIALLY VESTED AND TAXABLE - $10,000 AMOUNT NOT SUBSTANTIALLY VESTED AND NOT TAXABLE - $20,000 A THE TRUST FOR CULTURAL RESOURCES OF THE CITY NY SERIES 2019 911882413 649717VF9 2019-09-05 111784464 REFUNDING OF 2009 BONDS 0 0 0 A 2635000 112326763 1037067 111289696 2013 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 PART I, LINE A, COLUMN (F) BONDS ISSUED TO CURRENT REFUND BONDS ISSUED ON 12/03/09. PART II, LINE 3, COLUMN (A) DIFFERENCE FROM ISSUE PRICE REPRESENTS INVESTMENT EARNINGS ON THE ESCROWED PROCEEDS APPLIED TO CURRENT REFUND THE PRIOR ISSUE. PART III, LINE 3A CARNEGIE HALL HAS A SERVICE CONTRACT IN PLACE THAT FALLS UNDER THE INCIDENTAL USE EXCEPTION AND DOES NOT RESULT IN PRIVATE BUSINESS USAGE. X 6229 1509492 FMV X 1 90275 FMV X CASES OF COUGH DROPS 100 10991 FMV X PPE 0 2601 FMV X CASES OF CHAMPAGNE 3 1700 FMV X CASES OF WINE 8 1184 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990 PART III LINE 1 CARNEGIE HALL'S MISSION IS TO PRESENT EXTRAORDINARY MUSIC AND MUSICIANS ON THE THREE STAGES OF THIS LEGENDARY HALL, TO BRING THE TRANSFORMATIVE POWER OF MUSIC TO THE WIDEST POSSIBLE AUDIENCE, TO PROVIDE VISIONARY EDUCATION PROGRAMS, AND TO FOSTER THE FUTURE OF MUSIC THROUGH THE CULTIVATION OF NEW WORKS, ARTISTS, AND AUDIENCES. FORM 990, PART V, LINE 3B THE 990-T IS ON EXTENSION UNTIL 05/15/2023 AND WILL BE FILED BY THAT DATE. FORM 990, PART VI, SECTION A, LINE 2 PLEASE SEE THE SUPPLEMENTAL INFORMATION FOR PART VI, SECTION B, LINE 12C FOR A SUMMARY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSURES AND THEIR INDEPENDENT REVIEW. OLIVIER BERGGRUEN AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. LEN BLAVATNIK AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. ARYEH B. BOURKOFF AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. CLARISSA ALCOCK BRONFMAN AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. NICOLA BULGARI AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. MARINA KELLEN FRENCH AND LAURENCE G. GAGOSIAN HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SUZIE KOVNER HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SANA H. SABBAGH HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND SIR MARTIN SORRELL HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND RICHARD TSAI HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND EVAN LAMBERG HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND MICHAEL B. KIM HAVE A BUSINESS RELATIONSHIP. LAURENCE G. GAGOSIAN AND JEAN SALATA HAVE A BUSINESS RELATIONSHIP. SARKIS JEBEJIAN AND ROBERT F. SMITH HAVE A BUSINESS RELATIONSHIP. THOMAS G. MAHERAS AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND LLOYD DEAN HAVE A BUSINESS RELATIONSHIP. DAVID M. SIEGEL AND KURT G. STROVINK HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND SANFORD I. WEILL HAVE A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROBERT F. SMITH HAVE A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND JOSHUA NASH HAVE A BUSINESS RELATIONSHIP. SANFORD I. WEILL AND RICHARD TSAI HAVE A BUSINESS RELATIONSHIP. DAVID S. WINTER AND ROY WEATHERS HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND DAN NARDELLO HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND STEVEN KIMBLE HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND KATY KNOX HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND JEAN SALATA HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND KURT STROVINK HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND RICHARD TSAI HAVE A BUSINESS RELATIONSHIP. ROBERT F. SMITH AND ROY WEATHERS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEW OF FORM 990 FORM 990, PART VI, SECTION A, LINE 11B - THE FORM 990 IS PREPARED BY CARNEGIE HALL'S EXTERNAL ACCOUNTING FIRM WITH THE ASSISTANCE OF STAFF. THE DRAFT REPORT IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY FOR TRUSTEES, OFFICERS AND KEY PERSONS IS INTENDED TO IDENTIFY, DISCLOSE, EVALUATE AND ADDRESS ACTUAL, POTENTIAL AND APPARENT CONFLICTS OF INTEREST THAT MIGHT, IN FACT OR APPEARANCE, CALL INTO QUESTION THESE INDIVIDUALS' DUTY OF LOYALTY TO CARNEGIE HALL, AS WELL AS TO GATHER INFORMATION REQUIRED FOR THE FORM 990 REPORT. THE INDEPENDENT BOARD GOVERNANCE COMMITTEE IS RESPONSIBLE FOR OVERSEEING IMPLEMENTATION OF AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EVERY COVERED PERSON IS FURNISHED WITH A COPY OF THE POLICY PRIOR TO THE COMMENCEMENT OF DUTIES, AND MUST SUBMIT AN ACKNOWLEDGMENT AND DISCLOSURE STATEMENT PRIOR TO INITIAL ELECTION, APPOINTMENT OR HIRING, AND ANNUALLY THEREAFTER, AND UPDATE IT AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. THE GOVERNANCE COMMITTEE REVIEWS CONFLICT OF INTEREST DISCLOSURES ANNUALLY AND AS NEW DISCLOSURES ARE MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW COMPENSATION FOR THE EXECUTIVE AND ARTISTIC DIRECTOR AND ANY OTHER OFFICERS AND THE KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD COMPENSATION COMMITTEE OR OTHER INDEPENDENT TRUSTEES, FOLLOWING A REVIEW OF COMPARABILITY DATA (SUCH AS FORMS 990 AND OTHER SOURCES OF SALARY INFORMATION FOR FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IN SIMILAR GEOGRAPHIC LOCATIONS). THE DELIBERATION AND DECISION OF THESE INDEPENDENT TRUSTEES IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE CARNEGIE HALL MAKES ITS ANNUAL REPORT WHICH CONTAINS HIGHLIGHTS OF PROGRAMS AND FINANCIAL INFORMATION AND FIVE YEARS OF AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. THE FORM 990 IS AVAILABLE UPON REQUEST AND ON OTHER WEBSITES SUCH AS GUIDESTAR.ORG. CARNEGIE HALL ALSO MAKES KEY ORGANIZATIONAL POLICIES, SUCH AS ITS CODE OF ETHICS, GIFT ACCEPTANCE POLICIES AND GUIDELINES AND WHISTLEBLOWER POLICY, PUBLICLY AVAILABLE ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT CURRENTLY PUBLICLY AVAILABLE. FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO ITS BY-LAWS, THE ORGANIZATION'S BOARD OF TRUSTEES DELEGATES AUTHORITY TO AN EXECUTIVE COMMITTEE, SUBJECT TO THE LIMITATIONS OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. THE EXECUTIVE COMMITTEE REPORTS ITS ACTIONS TO THE BOARD. FORM 990, PART XI, LINE 9: NET PERIODIC LOSS FAS 158 5,471,749. SPLIT INTEREST TRUST CRATS (1) CRAT NY CHC T 1 SPLIT INTEREST TR CRUTS (3) CRUT NY CHC T 1 SPLIT INTEREST TRUSTS PLIF (1) PLIF NY CHC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0